Information Lifecycle Management Solution from IBM

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Information Lifecycle Management Solution from IBM Cost-effectively manage information and leverage its business value throughout its lifecycle Vinod Nair Server & Storage Services IBM Asia Pacific

Disclaimers IBM customers are responsible for ensuring their own compliance with legal requirements. It is the customer's sole responsibility to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer's business and any actions the customer may need to take to comply with such laws. IBM does not provide legal advice or represent or warrant that its services or products will ensure that the customer is in compliance with any law. The information contained in this documentation is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information provided, it is provided as is without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this documentation or any other documentation. Nothing contained in this documentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM (or its suppliers or licensors), or altering the terms and conditions of the applicable license agreement governing the use of IBM software. 1

Making Information a Strategic Asset Expanding Value Beyond Traditional Repositories Business Value Information On Demand Information as a Competitive Differentiator Adaptive Business Performance Information to Enable Innovation Real-time Single View of the Truth Flexible Information Architecture Information in Context Focus on Data And Reporting Data to Run the Business Basic Information Interaction Information to Manage the Business Innovative Uses of Information Drives New Business Value Maturity of Information Use 2

Information management and storage challenges are impacting the ability to optimize information value Surge in criticality, value and volume of data -- outpacing IT s ability to collect, store and manage it by traditional means Excessive storage costs and missed service level objectives office documents Web content instant messaging paper digital photos discussions email CAD/CAM Fax video images audio Compliance with regulatory requirements and audit procedures Ability to effectively access and gain insight from information once stored Storage now accounts for >15% of total IT budgets Data growth is now estimated at >25-50% annually Effective disk utilization is <50%, with 20-40% wasted space There are over 20,000 regulations worldwide 3

Four Fundamental Truths About Data A Basis for ILM Data Value 100 80 60 40 Database Different Code types of data do not age in Email Prod. Files MPEG the same way! 20 0 7 Ds 14 Ds 21 Ds 28 Ds 3 Mo 6 Mo 9 Mo. 1 Yr 5 Yr 10 Yr All data, when created, does not have equal value Data changes in business value and in service level requirements over time IT resources should be allocated according to the value of data Data must be managed and leveraged effectively throughout its entire lifespan data outlives media 4

Our clients typically define specific objectives to support and improve their information management and storage environments Reduce Cost and Simplify Controlling demand for storage Improving asset utilization Reducing hardware / software / storage personnel costs Reducing data migration effort Improve Efficiency Maximizing and sustaining efficiency by improving the current people, processes, and technologies being utilized to deliver storage services to the business Defining and implementing the appropriate storage strategy to address current and future business requirements Enhancing systems/email performance Making better use of existing information and assets Manage Risk and Streamline Compliance Reducing organizational risk Complying with governmental regulations 5

To address these objectives, many clients are deploying Information Lifecycle Management Solutions Three things you need to know about ILM: 1. Comprised of policies, processes, practices, and tools 2. Aligns business value of information with the most cost effective IT infrastructure 3. Information and business processes are aligned through the management of service levels ILM is comprised of the policies, processes, practices, and tools used to align the business value of information with the most cost effective IT infrastructure from the time information is conceived through its final disposition. Information is aligned with business processes through management of service levels associated with applications, metadata, information, and data. Storage Networking Industry Association - SNIA 6

Based on IBM s experience, clients that drive the best results from ILM initiatives focus on six best practices Data Rationalization Storage Virtualization Tiered Storage Environment Information Management Storage Process, Organization, Technology, and Governance Model Archiving and Information Retention Establish groups of valid and invalid data Determines opportunities to reclaim and consolidate storage Combines physical capacity from multiple disk and tape storage systems into a single logical storage pool which can be centrally managed Align variable cost hardware types with information classes and classes of services Leverage information assets to improve business decisions offering better data access to data integrated across the organization Establish a governance model comprised of process, organization, technology and service management Enhance systems performance while enabling organizations to better manage risk and streamline regulatory compliance Information Management Objectives Reduce Cost and Simplify Improve Efficiency Manage Risk and Streamline Compliance 7

Deploying these best practices and moving to an enhanced storage environment and ILM strategy is an incremental evolution Ad Hoc Partial Integration Enterprise Integration Autonomic ILM Maturity Decentralized storage Low storage utilization Lack of enterprise storage architecture & standards Multiple backup & restore approaches Satisfy customer requirements Storage mgmt islands Customized solutions Expensive to sustain Procedure-intensive Centralized backup & restore capability Classes of service Multi-tier storage architecture Proven ability to meet recovery objectives Process-based Successfully executing on Backup and Recovery Objectives Managed storage services On-demand service Virtualized resources Automated info mgmt Charge-back systems enabled Efficiency & Effectiveness Data Rationalization Storage Virtualization Tiered Storage Environment Content Management Storage Process, Organization, Technology, and Governance Model Archiving and Information Retention 8

The IBM offering portfolio offers a flexible approach to implementing ILM based on customers tactical and long term business needs Integrates policies, processes, practices and tools Aligns business value of information with IT infrastructure Manages information from creation to final disposal Offers five flexible entry points 9

Storage Optimization and Virtualization Customer Objective Reduce Cost and Simplify Tactics Reclaim/consolidate storage space Identify initial storage management inefficiencies Combine heterogeneous physical storage capacity from multiple disk and tape devices into logical pools for centralized management Accelerate data migration Increase storage infrastructure utilization Enable changes to the physical storage with minimal or no application disruption Simplify management Sample Offerings Storage Virtualization for Storage Management Planning & Design SAN Volume Controller (SVC) TotalStorage Productivity Center 10

Storage Optimization and Virtualization Disk Rationalization to Achieve Disk/SAN Consolidation Analysis Reclaim more of this Remaining Storage Capacity System Files Non Business Files Duplicate data Leave this alone Delete this Delete/share this Redundant application data, log files, dump files, temporary files Stale / Orphan Data Valid Data Clean this - often Delete/Archive this - often Invest in storing, accessing, managing and protecting this SAN SAN SAN SAN SAN 11

Storage Optimization and Virtualization Make changes to the storage without disrupting host applications Manage the storage pool from a central point Virtual Disk Virtual Disk Virtual Disk Virtual Disk SAN Apply copy services across the storage pool SAN Volume Controller Advanced Copy Services Storage Pool DS8000 HDS DS4000 EMC HP Combine the capacity from multiple arrays into a single pool of storage 12

Tiered Information Infrastructure Customer Objectives Reduce Costs and Simplify Improve Efficiency Tactics Create a robust storage governance model which defines target service levels, policies, organization, processes and architectures Classify and manage information Leverage tiered storage environments Align variable cost hardware with information classes and service levels Sample Offerings IBM Systems Mgmt Consulting & Design Services for ILM Tivoli Storage Manager IBM disk & tape families 13

Tiered Information Infrastructure KEEP People managed Regular backups Production information People managed Regular backups ARCHIVE Automation managed DELETE 14

Content and Data Management Customer Objectives Improve Efficiency Manage Risk and Streamline Compliance Tactics Reduce or eliminate paper handling to improve efficiency of business tasks Improve ability to access and gain insight from information once stored Link knowledge of business information to policies to drive data movement within storage tiers Implement and enforce retention periods for compliance Sample Offerings Content Management Assessments IBM Content Manager, IBM CommonStore, Filenet P8, DB2 IBM disk & tape families 15

Archiving and Retention Customer Objectives Reduce Costs and Simplify Reduce Risk and Streamline Compliance Tactics Implement and enforce retention policies Leverage lower cost tiered storage environments Dynamically place and move information according to its changing value and service level Address compliance requirements by protecting information held in non-erasable, non-rewritable storage Improve infrastructure performance by reducing production pool size Sample Offerings Archival and Retention Assessment Planning, Design, and Implementation IBM Content Manager, CommonStore, Filenet P8 email Manager IBM System Storage DR550, N series Grid Medical Archiving 16

Process Enhancement and Automation Customer Objective Improve Efficiency Tactics Improve efficiency by implementing out-of-the box automated storage processes for change, configuration and Incident management. Improve effectiveness by managing storage as an IT service with customizable ITIL aligned storage processes. Leverage existing investment in existing storage management tools Support of compliance and governance by providing storage processes related audit reports Sample Offerings IBM Tivoli Storage Process Manager IBM Tivoli Change and Configuration Management DB IBM Systems Mgmt Consulting and Design Services for ILM 17

Storage Optimization and Virtualization Case Study: MNC automobile manufacturer Challenge: Eighty four (EMC and IBM) storage servers reaching end of lease, need to replace existing storage, minimize outages and disruption, and provide a storage architecture to grow with the business Solutions: IBM Global Services developed a solution design that leveraged the data migration capabilities of SAN Volume Controller to eliminate server down time Implemented IBM SAN Volume controller, DS8100/DS8300, and TotalStorage Productivity Center to provide ongoing analysis of storage infrastructure Benefits: Projected net cost savings: $22.6M over 3 years Actual net cost savings: $19.2M over only 11 months + 58 decommissioned subsystems EMC DMX/Symmetrix/CLARiiON Total: 368,000 GB 26 decommissioned subsystems IBM ESS F20/800 Total: 263,000 GB 11 net new subsystems IBM DS8100/8300 Total: 630,684 GB 18

Content and Data Management Case Study: South American bank specializing in loans for real estate and education Challenge: Needed to increase productivity and improve customer service to remain competitive Solutions: Implemented IBM Content Manager to digitize approximately 1500 documents per day and index by customer to ensure quick and easy retrieval Implemented TSM, storage servers, and tape library to offload approximately 600 Gb of data per day, and manage 1TB of online and 2TB of offline storage Benefits: Improved customer response time by more than 70% 5% growth in business through increased market share Improved ability to implement new tools and services 19

Archiving and Retention Case Study: Financial services post-trade infrastructure organization Challenge: Meet government regulations for archiving email Need for centralized, secure, high-capacity and long-term information storage Solutions: Two IBM DR450s (predecessor to DR550) IBM CommonStore and Content Manager Benefits: Compliance solution for government regulations Cost-efficiently maintains the data integrity crucial for the financial services industry Significantly reduces the work required to retrieve and review email correspondence 20

The estimated cost benefits at our clients have varied based on differences in their cost structure, growth rate and estimated performance improvements Estimated Cost Benefits at Recent Engagements: Up to 31% reduction in storage investment costs (HW, SW, transition costs) Up to 30% reduction in storage operating costs (support, HW/SW annual maintenance, facilities, and incremental operating cost associated with outages) Return on Investment (ROI) ranging from 37% to 69% Anticipated payback or break-even on the investment ranging from 5 to 8 quarters 21

The ILM Solution is built on an award winning technical platform supported by industry leading Services Consult IBM Systems Mgmt Consulting & Design Services for ILM Storage Strategy & Planning Services Grid Medical Archiving Build IBM Systems Mgmt Consulting & Design Services for ILM IBM Planning, Design and Implementation Services for TotalStorage Operate Remote or Onsite Support Services Managed Storage Services Outsourced Storage Management Services IT Service Management TotalStorage Productivity Center Tivoli Storage Manager Tivoli Provisioning Manager Tivoli Intelligent Orchestrator Tivoli Storage Process Manager System Storage DR550 DS & Tape Family N series SAN Volume Controller (SVC) Content Management IBM Content Manager IBM Records Manager IBM CommonStore Filenet P8 FileNet Image Manager P8 Content Manager suites WebSphere Information Integrator Content Edition Omnifind Enterprise Edition Omnifind Discovery Edition IBM Workplace Forms 22

Why IBM? IBM s market-leading ILM Storage services #1 storage services provider AND ranked by Gartner as a leader in ability to execute for storage services and completeness of vision. (Gartner Storage Services Magic Quadrant 2Q 06) Patent pending, proven, and repeatable techniques for facilitating data classification, service level definition, policies and hardware tiers. IBM DR 550 recognized as a leader in the area of retention management for compliance and governance named as Best in Show for the 2 nd year in a row at the 2006 AIIM Expo Conference and Exposition in Philadelphia SAN Volume Controller has more than 2,000 clients, over 110 references, and is entering its fourth year of market acceptance SVC manages 53% of network-based storage virtualization appliance capacity (Source: IDC/IBM) IBM Global Services developed a solution design for a leading US Automobile manufacturer that leveraged the data migration capabilities of SAN Volume Controller to eliminate server down time. Implementing SVC, DS8100/8300 and Total Storage Productivity Center, the manufacturer realized a net cost saving of $19.2M after only 11 months. IBM is the strongest infrastructure player in the ECM market IBM has a significant leadership position in Enterprise Content Management. 23

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